Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SPARTAN PLANNING & WEALTH MANAGEMENT | 11-17-2023 | 09-30-2023 | 162 | 85,337,358 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AUTODESK INC | COM | 101 | $104,076 | 503 | 0.00 | 0.00 | 498 | 9960.00 | 09-30-2023 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 102 | $103,768 | 633 | 0.00 | 633 | +Inf | 09-30-2023 | |
| S&P GLOBAL INC | COM | 103 | $95,007 | 260 | 0.00 | 0.00 | 259 | 25900.00 | 09-30-2023 |
| COSTCO WHSL CORP NEW | COM | 104 | $83,614 | 148 | 0.00 | 148 | +Inf | 09-30-2023 |
